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Sweden may be sitting on massive rare earth mines

How ‘Big’ is This Discovery?

The rare earth sector remains one of the most contentious and exciting spaces within mining. Most recently, Sweden, through its state-owned LKAB mining company, reported

copper mines are in short supply

A Bet on Humanity

March 2020… The world was descending into a chaotic fear. Markets were crashing, portfolios were in temporary ruin, and financiers had a firm grip on

Why We Play the Small Caps

Every speculator knows smallcap stocks can go from sleepy to leading performers in an instant… That’s kind of what happened to member ‘Pineros‘s selection of

Aaron Hoddinott's lessons learned from 2022

Boy, Did I Learn a Lot in 2022

It’s got to be -100 degrees celsius outside as I sit here in my Calgary office writing this annual letter, reflecting on 2022 and the

quantitative tightening is taking all assets lower

The Fed’s Secret Interest Rate Risk

The Fed’s balance sheet is the key to market liquidity and performance. When it shrinks, the market and liquidity decline; when it expands, the opposite

graphite demand

The Dark Horse of EV Minerals

When it comes to EV battery metals, most of the attention has gone to lithium in recent years – and not undeservedly so. Lithium is

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